Elevance Health, Inc.
ELV- Exchange
- NYSE
- Industry
- Hospital & Medical Service Plans
- SEC CIK
- 0001156039
In the last 90 days, Elevance Health, Inc. insiders filed 2 open-market purchases and 0 sales; 1,615 institutions reported holding it in 13F filings for Q2 2026, worth $76.8B in total; superinvestors Harris Associates (Oakmark) and Baupost Group hold it.
13F holders, Q1 2026
Institutional positions in Elevance Health, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,473
- −62 vs. Q4 2025
- Shares held
- 194.9M
- +19.8M (+11.3%) vs. Q4 2025
- Total value
- $57.1B
- −$4.38B (−7.1%) vs. Q4 2025
- New holders
- 147
- 485 more added
- Sold out
- 209
- 646 more reduced
22 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ELV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,615 | $76.8B |
| Q1 2026 | 1,473 | $57.1B |
| Q4 2025 | 1,557 | $71.0B |
| Q3 2025 | 1,512 | $63.3B |
| Q2 2025 | 1,596 | $79.7B |
| Q1 2025 | 1,667 | $88.6B |
| Q4 2024 | 1,609 | $76.5B |
| Q3 2024 | 1,703 | $107.2B |
| Q2 2024 | 1,713 | $112.7B |
| Q1 2024 | 1,673 | $107.7B |
| Q4 2023 | 1,660 | $98.1B |
| Q3 2023 | 1,531 | $90.8B |
| Q2 2023 | 1,529 | $93.1B |
| Q1 2023 | 1,521 | $96.9B |
| Q4 2022 | 1,551 | $108.8B |
| Q3 2022 | 1,449 | $97.0B |
| Q2 2022 | 1,444 | $103.2B |
| Q1 2022 | 1,424 | $105.7B |
| Q4 2021 | 1,375 | $99.3B |
| Q3 2021 | 1,221 | $80.6B |
| Q2 2021 | 1,239 | $82.8B |
| Q1 2021 | 1,215 | $78.2B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aventura Private Wealth, LLC | 26 | $7.61K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 27 | $7.90K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 29 | $8.49K | 0.00% | +13+81.3% | Added |
| Align Financial, LLC | 30 | $8.78K | 0.00% | −10,487−99.7% | Reduced |
| Crewe Advisors LLC | 30 | $8.78K | 0.00% | +6+25.0% | Added |
| Global X Japan Co., Ltd. | 31 | $9.07K | 0.00% | +1+3.3% | Added |
| Proffitt & Goodson Inc | 31 | $9.08K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 32 | $9.37K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 32 | $9.41K | 0.00% | −32−50.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 34 | $9.90K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 36 | $10.5K | 0.01% | −295−89.1% | Reduced |
| SIMA Wealth Partners, LLC | 36 | $10.5K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 37 | $10.8K | 0.01% | −12−24.5% | Reduced |
| Chilton Capital Management LLC | 37 | $10.8K | 0.00% | +37 | New |
| Vision Retirement, LLC | 39 | $11.4K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 39 | $11.4K | 0.01% | +31+387.5% | Added |
| DHJJ Financial Advisors, Ltd. | 39 | $11.4K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 40 | $11.7K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 40 | $11.7K | 0.00% | +9+29.0% | Added |
| Davis Capital Management | 43 | $12.6K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 45 | $13.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 46 | $13.5K | 0.01% | −24−34.3% | Reduced |
| Noble Wealth Management PBC | 46 | $13.5K | 0.01% | −3−6.1% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 46 | $13.5K | 0.01% | +44+2,200.0% | Added |
| Highline Wealth Partners LLC | 46 | $13.5K | 0.00% | +20+76.9% | Added |
| Princeton Global Asset Management LLC | 48 | $14.1K | 0.00% | −13−21.3% | Reduced |
| Financial Management Professionals, Inc. | 49 | $14.3K | 0.00% | −13−21.0% | Reduced |
| Raffa Wealth Management, LLC | 49 | $14.3K | 0.00% | −2−3.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 49 | $14.3K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 49 | $14.3K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 49 | $14.3K | 0.00% | +49 | New |
| Richardson Financial Services Inc. | 49 | $14.4K | 0.01% | −10−16.9% | Reduced |
| Bank & Trust Co | 50 | $14.6K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $14.7K | 0.01% | +50 | New |
| Wedbush Fund Advisers, LLC | 51 | $14.9K | 0.00% | +51 | New |
| Private Wealth Management Group, LLC | 54 | $15.8K | 0.00% | −9−14.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 54 | $15.8K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 56 | $16.4K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 56 | $16.4K | 0.00% | +4+7.7% | Added |
| Fourth Dimension Wealth, LLC | 57 | $16.7K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 58 | $17.0K | 0.00% | −35−37.6% | Reduced |
| Vermillion Wealth Management, Inc. | 59 | $17.4K | 0.01% | +8+15.7% | Added |
| Entrust Financial LLC | 60 | $17.6K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 50 | $17.9K | 0.02% | +5+11.1% | Added |
| Kilter Group LLC | 63 | $18.4K | 0.01% | −1−1.6% | Reduced |
| J.Safra Asset Management Corp | 64 | $18.7K | 0.00% | −26−28.9% | Reduced |
| Godsey & Gibb Associates | 66 | $19.2K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 66 | $19.3K | 0.00% | −1−1.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 67 | $19.6K | 0.00% | −45−40.2% | Reduced |
| HHM Wealth Advisors, LLC | 68 | $19.9K | 0.00% | +37+119.4% | Added |
| Piscataqua Savings Bank | 69 | $20.2K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 69 | $20.2K | 0.01% | −4−5.5% | Reduced |
| Wilkerson Advisory Group LLC | 71 | $20.8K | 0.01% | +9+14.5% | Added |
| Montag A & Associates Inc | 72 | $20.9K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 72 | $21.1K | 0.00% | −119−62.3% | Reduced |
| Mascoma Wealth Management LLC | 75 | $22.0K | 0.00% | −3−3.8% | Reduced |
| Farmers & Merchants Investments Inc | 75 | $22.0K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 75 | $22.0K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 75 | $22.0K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 75 | $22.0K | 0.00% | +75 | New |
| Walsh & Associates, LLC | 78 | $22.8K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 87 | $25.5K | 0.01% | +8+10.1% | Added |
| Truvestments Capital LLC | 88 | $25.8K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 89 | $26.1K | 0.00% | +1+1.1% | Added |
| Cornerstone Planning Group LLC | 72 | $26.3K | 0.00% | +19+35.8% | Added |
| Trust Co of Toledo NA | 91 | $26.6K | 0.00% | +1+1.1% | Added |
| WealthCollab, LLC | 91 | $26.6K | 0.01% | +27+42.2% | Added |
| Flagship Wealth Advisors, LLC | 70 | $27.2K | 0.01% | +39+125.8% | Added |
| Golden State Equity Partners | 100 | $29.3K | 0.00% | −984−90.8% | Reduced |
| Lavaca Capital LLC | 100 | $29.3K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 100 | $29.3K | 0.01% | +62+163.2% | Added |
| IAG Wealth Partners, LLC | 104 | $30.4K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 105 | $30.7K | 0.01% | −228−68.5% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 105 | $30.7K | 0.01% | +105 | New |
| Gilpin Wealth Management, LLC | 106 | $31.0K | 0.02% | +41+63.1% | Added |
| Park Place Capital Corp | 107 | $31.3K | 0.01% | +50+87.7% | Added |
| Bravera Wealth | 110 | $32.2K | 0.01% | −15−12.0% | Reduced |
| RWM Asset Management, LLC | 110 | $32.2K | 0.00% | +110 | New |
| Bullock Wealth Management Group | 109 | $32.6K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 113 | $33.1K | 0.00% | +4+3.7% | Added |
| Tacita Capital Inc | 113 | $33.1K | 0.02% | +113 | New |
| NBC Securities, Inc. | 115 | $33.7K | 0.00% | −21−15.4% | Reduced |
| Dorato Capital Management | 110 | $35.0K | 0.03% | 00.0% | Unchanged |
| Syntax Research, Inc. | 122 | $35.7K | 0.02% | +1+0.8% | Added |
| True Wealth Design, LLC | 123 | $36.0K | 0.01% | +46+59.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 117 | $36.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 125 | $36.6K | 0.00% | −6−4.6% | Reduced |
| Hanson & Doremus Investment Management | 127 | $37.0K | 0.00% | −18−12.4% | Reduced |
| Beacon Financial Strategies CORP | 130 | $38.1K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 132 | $38.6K | 0.01% | +132 | New |
| SBI Securities Co., Ltd. | 134 | $39.2K | 0.00% | +13+10.7% | Added |
| Financial Perspectives, Inc | 135 | $39.5K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 150 | $43.0K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 148 | $43.3K | 0.00% | −3−2.0% | Reduced |
| Root Financial Partners, LLC | 149 | $43.6K | 0.00% | +13+9.6% | Added |
| Monetary Solutions, Ltd | 152 | $44.5K | 0.04% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 150 | $44.9K | 0.04% | +120+400.0% | Added |
| Owl Creek Wealth Partners LLC | 156 | $45.7K | 0.02% | +156 | New |
| Golden State Wealth Management, LLC | 158 | $46.3K | 0.01% | −9−5.4% | Reduced |
| City State Bank | 160 | $46.8K | 0.01% | 00.0% | Unchanged |